[Remote] Financial Planner at Wealthsimple

Remote

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates must possess a CFP designation and at least 4 years of financial planning experience, including direct asset consolidation responsibilities. An entrepreneurial mindset, a proven track record of high performance in a fast-paced sales environment, and exceptional communication skills are essential. A genuine passion for financial planning, a client-focused and empathetic approach, and natural curiosity to understand client motivations are also required.

Responsibilities

The Financial Planner will guide clients through their financial journey by building holistic investment, tax, and retirement strategies based on deep discovery and client goals. Responsibilities include translating discovery into clear, strategic advice, encouraging clients to take confident action, demonstrating the value of financial planning, and driving asset consolidation at Wealthsimple. The role involves owning performance metrics, rigorously following up with clients via phone and video for personalized planning, and embracing technology to improve client experience.

Skills

Financial Planning

Investment Strategy

Tax Strategy

Retirement Planning

Client Relationship Management

Communication Skills

Sales Expertise

Holistic Financial Advice

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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